Distressed allocations boost Himeji

Thu May 21, 2009




The Stratton Street Himeji Fund gained 8.68% in April, largely thanks to continuing outperformance by the fund's mid-cap distressed valuation cyclicals. The portfolio included 32 such names, accounting for 20% of the fund. These were stocks that fitted the criteria of being second-line, cyclical plays with valuations under pressure and very closely correlated...

ISSN: 2151-1845 / CDC10004H

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